Unclaimed
David Adam Weeden is a registered representative with Commonwealth Financial Network. David has been in the industry since June 2016, and has experience working with individuals, high-net-worth individuals, corporations, and retirement plans. David is registered in Massachusetts and has passed several exams including Series 7, 24, 52, 53, 66 and SIE. In addition to his role at Commonwealth Financial Network, David also owns Weeden Photography, offering photography services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
10/04/2023 - Present
Commonwealth Financial Network (WALTHAM MA)
MA
04/20/2021 - 05/20/2022
AMUNDI DISTRIBUTOR US, INC. (BOSTON MA)
MA
05/10/2014 - 07/07/2020
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
BOTH
Issued 09/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2015
Series 4 - Registered Options Principal Examination
BC
Issued 12/19/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/14/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2014
Series 52 - Municipal Securities Representative Examination
BC
Issued 05/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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